Econ Data, Metals Melt & Disney Earnings
MRKT Matrix
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The Risk of Complacentness in a Time Like This
There's not something fundamental that's out there to take us past where we are now. It's really, really risky to be complacent in a time like this when we're held up by very narrow leadership. What's going on right here in the market is a bubble around AI and I can't put too fine a point on that. And so if there's any hiccups there, that's what I think that's really important.
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